Interactive Checklists
Support new and tenured employees and provide in-the-moment guidance with interactive checklists.
Use simple authoring tools to create checklists on the fly.
Find results in as few as two clicks.
Ensure employees check off every step of a process.
Meet your users where they are at. Interactive checklists enable you to build dynamic checklists that provide fast prompts for tenured employees while expanding to provide further explanations for less-experienced employees who need extra support.
Avoid inevitable memory lapses. With interactive checklists, users can quickly reference the information they need to perform any task. That ensures no one misses a critical step in any procedure and decreases the amount of time it takes to handle a task.
Wordy manuals that pose as standard operating procedures confuse employees. Pull the most important information from those guides with AI tools that identify the critical steps and create an actionable outline and checklist summary.
“This platform has been a real game-changer in transforming the way we create and transfer knowledge. It's helped us grow employee expertise and create a remarkable member experience.”
Alaska Delaire
Information Technology Support Specialist, connectFirst Credit Union
“We were able to foster a smoother transition for our association to the Fiserv DNA Loan Servicing Account System due to the implementation of the ScreenSteps platform.”
Carrie Casto
Director of Project Management, Farm Credit of the Virginias
“The customer care team LOVES these digital guides. They've told me how much ScreenSteps has helped them do their job.”
Lori Bright
Training & Development Manager
Checklists are not designed as a to-do list or a project management tool. Think of checklists like a pre-flight checklist instead of a to-do list. They are designed to ensure you don't forget a step in the process. They are not designed to track all of your tasks.
Yes. Learn more about Courses or the Browser Extension.
Standard Articles are included in all plans. Interactive checklists and workflow articles (decision trees) are included in the Guide, Train, and Enterprise plans.
No. Your plan level determines which article types you have available to use.
Yes! Our content coaches can help you design effective interactive checklists that will adapt for different skill levels. Learn about our content coaching services here or talk to a ScreenSteps expert about your specific needs.
Introducing Clarify, the ScreenSteps AI-powered Knowledge Ops assistant, designed to help your team capture, use, update, and manage knowledge faster and more efficiently.
Account for every variable with decision trees that walk employees through every twist and turn of complicated procedures.
Integrate your Knowledge Ops Platform with every web-based application, giving your employees answers wherever they work.
Streamline knowledge transfer with AI tools.
Walk employees through complicated procedures.
Integrate your Knowledge OPs Platform with all web-based applications for answers anywhere you work.
Give your employees the confidence to handle every procedure independently while saving time in the process.
Give your employees the confidence to handle every procedure independently while saving time in the process.